TFTIX vs. FRIMX
Compare and contrast key facts about TIAA-CREF Lifecycle 2050 Fund (TFTIX) and Fidelity Advisor Managed Retirement Income Fund Class I (FRIMX).
TFTIX is managed by TIAA Investments. It was launched on Nov 29, 2007. FRIMX is managed by BlackRock. It was launched on Aug 30, 2007.
Performance
TFTIX vs. FRIMX - Performance Comparison
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TFTIX vs. FRIMX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
TFTIX TIAA-CREF Lifecycle 2050 Fund | -5.28% | 18.80% | 14.28% | 20.02% | -17.71% | 16.37% | 17.42% | 26.21% | -9.90% | 20.54% |
FRIMX Fidelity Advisor Managed Retirement Income Fund Class I | -0.51% | 9.94% | 4.30% | 8.06% | -11.66% | 2.78% | 8.57% | 10.57% | -1.82% | 7.08% |
Returns By Period
In the year-to-date period, TFTIX achieves a -5.28% return, which is significantly lower than FRIMX's -0.51% return. Over the past 10 years, TFTIX has outperformed FRIMX with an annualized return of 9.94%, while FRIMX has yielded a comparatively lower 3.92% annualized return.
TFTIX
- 1D
- -0.33%
- 1M
- -8.74%
- YTD
- -5.28%
- 6M
- -2.54%
- 1Y
- 14.49%
- 3Y*
- 13.32%
- 5Y*
- 7.10%
- 10Y*
- 9.94%
FRIMX
- 1D
- 0.26%
- 1M
- -3.19%
- YTD
- -0.51%
- 6M
- 0.75%
- 1Y
- 7.05%
- 3Y*
- 5.96%
- 5Y*
- 2.40%
- 10Y*
- 3.92%
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TFTIX vs. FRIMX - Expense Ratio Comparison
TFTIX has a 0.22% expense ratio, which is lower than FRIMX's 0.45% expense ratio.
Return for Risk
TFTIX vs. FRIMX — Risk / Return Rank
TFTIX
FRIMX
TFTIX vs. FRIMX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for TIAA-CREF Lifecycle 2050 Fund (TFTIX) and Fidelity Advisor Managed Retirement Income Fund Class I (FRIMX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| TFTIX | FRIMX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.96 | 1.56 | -0.60 |
Sortino ratioReturn per unit of downside risk | 1.41 | 2.17 | -0.76 |
Omega ratioGain probability vs. loss probability | 1.21 | 1.31 | -0.10 |
Calmar ratioReturn relative to maximum drawdown | 1.13 | 2.08 | -0.95 |
Martin ratioReturn relative to average drawdown | 5.03 | 8.41 | -3.37 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| TFTIX | FRIMX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.96 | 1.56 | -0.60 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.49 | 0.46 | +0.03 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.63 | 0.88 | -0.25 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.38 | 0.53 | -0.14 |
Correlation
The correlation between TFTIX and FRIMX is 0.85, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
TFTIX vs. FRIMX - Dividend Comparison
TFTIX's dividend yield for the trailing twelve months is around 7.75%, more than FRIMX's 3.15% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
TFTIX TIAA-CREF Lifecycle 2050 Fund | 7.75% | 7.34% | 3.79% | 2.01% | 8.81% | 11.71% | 6.91% | 5.63% | 5.37% | 0.84% | 3.85% | 3.53% |
FRIMX Fidelity Advisor Managed Retirement Income Fund Class I | 3.15% | 3.11% | 3.01% | 2.82% | 4.52% | 3.54% | 2.41% | 2.56% | 4.67% | 8.56% | 1.67% | 1.68% |
Drawdowns
TFTIX vs. FRIMX - Drawdown Comparison
The maximum TFTIX drawdown since its inception was -51.99%, which is greater than FRIMX's maximum drawdown of -33.73%. Use the drawdown chart below to compare losses from any high point for TFTIX and FRIMX.
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Drawdown Indicators
| TFTIX | FRIMX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -51.99% | -33.73% | -18.26% |
Max Drawdown (1Y)Largest decline over 1 year | -10.66% | -3.44% | -7.22% |
Max Drawdown (5Y)Largest decline over 5 years | -25.68% | -16.12% | -9.56% |
Max Drawdown (10Y)Largest decline over 10 years | -32.44% | -16.12% | -16.32% |
Current DrawdownCurrent decline from peak | -9.33% | -3.19% | -6.14% |
Average DrawdownAverage peak-to-trough decline | -7.77% | -3.74% | -4.03% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.50% | 0.85% | +1.65% |
Volatility
TFTIX vs. FRIMX - Volatility Comparison
TIAA-CREF Lifecycle 2050 Fund (TFTIX) has a higher volatility of 4.76% compared to Fidelity Advisor Managed Retirement Income Fund Class I (FRIMX) at 1.95%. This indicates that TFTIX's price experiences larger fluctuations and is considered to be riskier than FRIMX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| TFTIX | FRIMX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.76% | 1.95% | +2.81% |
Volatility (6M)Calculated over the trailing 6-month period | 8.81% | 2.86% | +5.95% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.35% | 4.59% | +10.76% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.61% | 5.21% | +9.40% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.93% | 4.47% | +11.46% |